Jorge Rodarte signed Trelleborg Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trelleborg Corporation's EIN is 06-1253246.
Download the official 2024 Form 5500 (PDF) for Trelleborg Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trelleborg Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $320K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $125K | — |
| CARON & BLETZER PLLC | 04-3499945 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 " | Mutual Funds | — | — | $40.0M | 12.4% | |
| Vanguard Target Retirement 2035 " | Mutual Funds | — | — | $33.4M | 10.4% | |
| Fidelity 500 Index " | Common Collective Trusts | — | — | $29.3M | 9.1% | |
| Vanguard Target Retirement 2025 " | Mutual Funds | — | — | $26.7M | 8.3% | |
| Vanguard Target Retirement 2045 " | Mutual Funds | — | — | $21.1M | 6.5% | |
| Vanguard Target Retirement 2040 " | Mutual Funds | — | — | $20.8M | 6.5% | |
| Harbor Capital Appreciation " | Other securities | — | — | $14.4M | 4.5% | |
| Vanguard Target Retirement 2050 " | Mutual Funds | — | — | $14.0M | 4.3% | |
| Vanguard Target Retirement 2020 " | Mutual Funds | — | — | $12.8M | 4.0% | |
| Vanguard Target Retirement 2055 " | Mutual Funds | — | — | $12.3M | 3.8% | |
| Vanguard Target Retirement 2060 " | Mutual Funds | — | — | $7.3M | 2.3% | |
| T Rowe Price Mid Cap Value " | Mutual Funds | — | — | $7.1M | 2.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $6.9M | 2.1% | |
| BlackRock Equity Dividend Cl 1 " | Other securities | — | — | $6.9M | 2.1% | |
| FEDERATED GOV OBLIGATIONS Registered Investment Company | Common Stocks | — | — | $6.7M | 2.1% | |
| Federated Hermes Government Obligation Fund Mutual fund | Other securities | — | — | $6.7M | 2.1% | |
| JP Morgan Core Plus Bond R6 " | Other securities | — | — | $5.8M | 1.8% | |
| Vanguard International Growth Admiral " | Mutual Funds | — | — | $5.3M | 1.7% | |
| Participant Loans (4.25% - 12.50%) - | Bonds / Notes | — | — | $5.2M | 1.6% | |
| PARTICIPANT LOANS (4.25% - 12.50%) | Bonds / Notes | — | — | $5.2M | 1.6% | |
| T Rowe Price INST Midcap Equity Growth " | Mutual Funds | — | — | $5.0M | 1.5% | |
| Europacific Growth " | Other securities | — | — | $4.4M | 1.4% | |
| MFS International Intrinsic Value Fund " | Mutual Funds | — | — | $4.2M | 1.3% | |
| T Rowe QM US Smallcap Growth Equity " | Other securities | — | — | $3.8M | 1.2% | |
| TROWE QM US SMALLCAP GRTH EQ I Registered Investment Company | Common Stocks | — | — | $3.8M | 1.2% | |
| Parnassus Core Equity Inv " | Other securities | — | — | $3.5M | 1.1% | |
| Franklin Small Cap Value " | Mutual Funds | — | — | $3.5M | 1.1% | |
| Vanguard Target Retirement 2065 " | Mutual Funds | — | — | $3.4M | 1.1% | |
| Vanguard Target Retirement Income " | Mutual Funds | — | — | $3.4M | 1.1% | |
| PIMCO Diversified Income CL I " | Mutual Funds | — | — | $3.4M | 1.0% | |
| Vanguard Short Term Bond Index Admiral " | Mutual Funds | — | — | $2.9M | 0.9% | |
| Fidelity Extended Market Index " | Mutual Funds | — | — | $2.2M | 0.7% | |
| PIMCO Real Return Fund - INSTL " | Mutual Funds | — | — | $2.1M | 0.6% | |
| Vanguard Small Cap Index Admiral " | Mutual Funds | — | — | $2.1M | 0.6% | |
| Fidelity International Index " | Mutual Funds | — | — | $1.2M | 0.4% | |
| Fidelity US Bond Index " | Mutual Funds | — | — | $921K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $20K |
| — |
